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iShares National Muni Bond ETF
MUB

Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
726
Venture Visionary Partners
Ohio
$762K -$28.1K -242 -4%
DAS
727
Dynamic Advisor Solutions
Arizona
$756K -$678K -5,838 -47%
RB
728
Renasant Bank
Mississippi
$743K – – –
CGFA
729
Colton Groome Financial Advisors
North Carolina
$741K -$575K -4,950 -44%
USCWA
730
U.S. Capital Wealth Advisors
Texas
$738K -$276K -2,376 -27%
AWA
731
Arkadios Wealth Advisors
Georgia
$738K +$155K +1,338 +27%
WP
732
WealthPLAN Partners
Nebraska
$736K -$92.8K -799 -11%
APWM
733
Atlas Private Wealth Management
New York
$730K – – –
CWA
734
Clearview Wealth Advisors
Oregon
$730K +$124K +1,068 +21%
AFC
735
AFT Forsyth & Company
Florida
$726K – – –
AIM
736
Axiom Investment Management
New York
$723K +$7.9K +68 +1%
PCA
737
Peddock Capital Advisors
Massachusetts
$721K +$581 +5 +0.1%
BCM
738
Boltwood Capital Management
California
$709K – – –
TWM
739
Thrive Wealth Management
Pennsylvania
$706K +$705K +6,072 New
FIBT
740
First International Bank & Trust
North Dakota
$700K +$699K +6,023 New
BWM
741
Benchmark Wealth Management
Connecticut
$699K – – –
CPIG
742
Chicago Partners Investment Group
Illinois
$698K -$21K -181 -3%
FCMA
743
Foresight Capital Management Advisors
Michigan
$696K +$695K +5,983 New
SP
744
Successful Portfolios
Florida
$692K – – –
EWA
745
EverSource Wealth Advisors
Alabama
$692K +$691K +5,953 New
AWM
746
Aries Wealth Management
Maine
$688K +$107K +921 +18%
PWLP
747
Prio Wealth Limited Partnership
Massachusetts
$685K -$207K -1,785 -23%
ARC
748
Advisor Resource Council
Texas
$684K +$683K +5,885 New
MBFW
749
Morton Brown Family Wealth
Pennsylvania
$676K +$675K +5,814 New
TSS
750
Two Sigma Securities
New York
$662K +$661K +5,689 New
28 29
30
31 32